Sterling Financial Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$771K Sell
2025
Q2
$717K Buy
2025
Q1
$612K Buy
2024
Q4
$576K Sell
2024
Q3
$571K Buy
2024
Q2
$496K Buy
2024
Q1
$237K Buy